The Economic and Earnings Cycles are More Important than the Presidential Cycle
Read Astoria's Investment Committee Quarterly Report where we discuss: Historical perspective on the growth vs. value spread. This is a key reason why we diversify across factors. Some election commentary. Astoria believes that the Economic and Earnings Cycles are more important than the Presidential Cycle in the longer term. We review our current portfolio tilts and highlight a few portfolio construction areas we are working on. Click here to read the full research report
The Economic and Earnings Cycles are More Important than the Presidential Cycle
Click here to read Astoria’s Investment Committee Quarterly Report Historical perspective on the growth vs. value spread. This is a key reason why we diversify across factors. Some election commentary. Astoria believes that the Economic and Earnings Cycles are more important than the Presidential Cycle in the longer term. We review our current portfolio tilts and highlight a few portfolio construction areas we are working on. Best, Astoria Portfolio Advisors Astoria Portfol
